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Apr 9, 2014
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>> all right, seema. thank you. he's been called one of president barack obama's most important financial advisers. robert wolf, ceo of 32 advisors joins me next. we'll get his take on the controversy over high-frequency trading as well as the state of the economy and the economy when we come right back. come right . the conditions in new york state are great for business. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've introduced startup new york - dozens of tax-free zones where businesses pay no taxes for ten years. you'll get a warm welcome in the new new york. see if your business qualifies at startupny.com robert wolf, ceo of 32 advisors o so i c an reach ally bank 24/7, but there are no branches? 24/7. i'm sorry, i'm just really reluctant to try new things. really? what's wrong with trying new things? look! mommy's new vacuum! (cat screech) you feel that in your muscles? i do... drink water. it's a long story. well, not having branches let's us
>> all right, seema. thank you. he's been called one of president barack obama's most important financial advisers. robert wolf, ceo of 32 advisors joins me next. we'll get his take on the controversy over high-frequency trading as well as the state of the economy and the economy when we come right back. come right . the conditions in new york state are great for business. new york is ranked #2 in the nation for new private sector job creation. and now it's even better because they've...
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Apr 21, 2014
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seema? >> michelle, the headlines. dow jones quoting sources, big ackman is teaming up with valiant to pursue a takeover of allergen. that's what we know so far. allergen is the biggest investment, again according to sources of dow jones. we'll keep you updated on this story. you can see shares of allergen up after hours, so a big move in ailergan now. back over to you. >> the activists are at it again. anthony, what do you make of this move by ackman? >> listen, he's playing to his brokerage. i think it's brilliant. it's in the activist playbook to do these sorts of things. again, this is the reason why skybridge has a 40% allocation to been activist and bill will be successful here and it's a sign the bull market is intact. look for more deals like this coming. we reported over the weekend the pfizer potentiality deal there. >> right. i was going to ask you about that. the timing isn't coincidental, is it, that we're talking about a potential huge deal, as well, with astrazeneca? is this an area of the market ripe fo
seema? >> michelle, the headlines. dow jones quoting sources, big ackman is teaming up with valiant to pursue a takeover of allergen. that's what we know so far. allergen is the biggest investment, again according to sources of dow jones. we'll keep you updated on this story. you can see shares of allergen up after hours, so a big move in ailergan now. back over to you. >> the activists are at it again. anthony, what do you make of this move by ackman? >> listen, he's playing...
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Apr 16, 2014
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thanks, seema. see you later. >> heading towards the close. 30 minutes left, dow holding steady with a gain of 130 points and the nasdaq, the most volatile of the major averages, another pretty good gain, up 42 today. >> helping the rally, the chief janet yellen singing a tune earlier today that the market loves to hear. two top economists on how long you can expect interest rates to stay near the rock bottom levels even as the economy shows signs of improvements. >> and big hitters on the earnings front after the bell. google, ibm, american express among others posting results. we'll give you the make or break numbers to watch out for coming up so stick around for that. k a. and we own the paper cottage. it's a stationery and gifts store. anything we purchase for the paper cottage goes on our ink card. so you can manage your business expenses and access them online instantly with the game changing app from ink. we didn't get into business to spend time managing receipts, that's why we have ink. we
thanks, seema. see you later. >> heading towards the close. 30 minutes left, dow holding steady with a gain of 130 points and the nasdaq, the most volatile of the major averages, another pretty good gain, up 42 today. >> helping the rally, the chief janet yellen singing a tune earlier today that the market loves to hear. two top economists on how long you can expect interest rates to stay near the rock bottom levels even as the economy shows signs of improvements. >> and big...
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Apr 4, 2014
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. >> seema mody and dom chu, what is behind this massive selloff? >> i'm going to talk about the internet retail stocks because it's no question we are -- >> they're taking a beating today. >> a big drop in the internet names, kelly and bill. even over the last one week you can see that the internet retail index is significantly underperforming the broader markets but here is the thing. when i speak to experts who cover these stocks, stocks like priceline, expedia, amazon, they still say that the long-term bull case is still intact and that what we're seeing is investors just selling the big winners of 2013. the bull case for these stocks being that they're cash rich. many of these names sitting on a lot of cash. second, a lot of them have been able to see or witness revenue growth over the past couple of quarters, and, third, is mobile. these internet companies do have exposure to that growth that we're seeing in the mobile space. so that, again, those three reasons why investors at this point or analysts i should say are bullish on these internet
. >> seema mody and dom chu, what is behind this massive selloff? >> i'm going to talk about the internet retail stocks because it's no question we are -- >> they're taking a beating today. >> a big drop in the internet names, kelly and bill. even over the last one week you can see that the internet retail index is significantly underperforming the broader markets but here is the thing. when i speak to experts who cover these stocks, stocks like priceline, expedia,...
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Apr 23, 2014
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seema mody joins us now with a preview. >> michelle, we begin with ale. the street looking for the tech giant to make $10.18 in its second quarter on revenue of $43.5 billion of the guidance on iphone shipments will be key. apple is currently trading lower by 5%. for facebook it's all about mobile. expected to earn 24 cents in its first quarters of sales of $2.63 billin yo. investors looking to see whether the company can keep up its growth in mobile advertising. facebook down 2.5%. qualcomm out with results after the bell. street looking for earnings of $1.22 a share on revenue of $6.48 billion. it's trading pretty much flat on the day. analysts expecting texas instruments to earn 41 cents on sales of nearly $3 billion, and we end on zynga which is expected to lose a penny on sales of $147 million. lots of earnings to report after the bell, and we'll have all of it for you on the "closing bell." back for you. >> can't way. going to be exciting. about 13 minutes before the closing bell. dow jones industrial average coming off the lows, down only about sev
seema mody joins us now with a preview. >> michelle, we begin with ale. the street looking for the tech giant to make $10.18 in its second quarter on revenue of $43.5 billion of the guidance on iphone shipments will be key. apple is currently trading lower by 5%. for facebook it's all about mobile. expected to earn 24 cents in its first quarters of sales of $2.63 billin yo. investors looking to see whether the company can keep up its growth in mobile advertising. facebook down 2.5%....
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Apr 14, 2014
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a huge -- some big names, seema. if it weren't for last week, bill, you can imagine the excitement, a little more trepidation, but not just earnings we have to watch. look what the market is doing right now. >> it's coming back. >> that's a shoaq raly. >> up 124 points on the dow so it's come back. nasdaq, boy, art cashin came by a little while ago and said watch 3985 on the nasdaq. if it can hold there you might have something, and guess what, that's exactly where it held, and look at that. hit that number and bounced back, and we're back in positive territory on the nasdaq composite index. >> up 51 at the highs of the day so we'll see what happens as we have ten minute left to go until the closing bell. if you're lucky getting a tax refund, we'll talk about ways to put that money to work in the next hour of the "closing bell." can't afford to miss it. be right back. be right back. especially if you're thinking of moving an old 401(k) to a fidelity ira. it gives you a wide range of investment options... and the free
a huge -- some big names, seema. if it weren't for last week, bill, you can imagine the excitement, a little more trepidation, but not just earnings we have to watch. look what the market is doing right now. >> it's coming back. >> that's a shoaq raly. >> up 124 points on the dow so it's come back. nasdaq, boy, art cashin came by a little while ago and said watch 3985 on the nasdaq. if it can hold there you might have something, and guess what, that's exactly where it held,...
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Apr 2, 2014
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back over to you, bill and kelly. >> seema, thanks very much. now, we've got, let's see, about 11 minutes to go into the close. 16,576 is the level we're watching. the dow has not closed higher since december 31st when it set a record high. again, the first quarter we were just below that level. here we are the second day into the second quarter and we could perhaps take out that level. >> it's amazing, it's taken us until april to get a new high on the dow after the number of times -- >> only amazing given the performance of markets over the past five years. >> exactly my point. later, white castle is looking to be crowned breakfast king. a top executive will be here to share what his fast food chain has cooked up to compete with mornings. we'll talk about the breakfast wars, the minimum wage debate which continues to rage across the country. a lot to talk about coming up. >> and a very special guest after the bell, mary higgins clark. she is still writing new books. >> love that. >> and she will join me at the new york stock exchange. i love h
back over to you, bill and kelly. >> seema, thanks very much. now, we've got, let's see, about 11 minutes to go into the close. 16,576 is the level we're watching. the dow has not closed higher since december 31st when it set a record high. again, the first quarter we were just below that level. here we are the second day into the second quarter and we could perhaps take out that level. >> it's amazing, it's taken us until april to get a new high on the dow after the number of times...
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Apr 11, 2014
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seema mode has been tracking the action there all day. seema? >> reporter: bill, that's right. the nasdaq here down 1%. the selling pressure intensifying as we close out end of the trading week, down about 1% on the day, but just stepping back for a second. it has been a tough couple of weeks for the nasdaq, now down about 8% from hitting its 14-year high back in early march, so getting really close to entering correction territory. morgan stanley came out with an interesting note this morning, identifying six other time periods where the nasdaq has significantly underperformed the markets over the last 15 years, and they found that large-cap names like hp and ibm, not only bucked the downward trend but outperformed during these time periods so the debate whether one should invest in new tech or old tech. when the market sectionceptionly volatile, it brings investors back to the fundamental story. earnings, evaluation, two factors being watched very closely by markets participant. in fact, i was speaking to one analyst who said if these momentum names mysteried expectations thi
seema mode has been tracking the action there all day. seema? >> reporter: bill, that's right. the nasdaq here down 1%. the selling pressure intensifying as we close out end of the trading week, down about 1% on the day, but just stepping back for a second. it has been a tough couple of weeks for the nasdaq, now down about 8% from hitting its 14-year high back in early march, so getting really close to entering correction territory. morgan stanley came out with an interesting note this...
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Apr 28, 2014
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seema. >> that's right. bill, let's start with twitter. analysts estimating revenue of $240 million. analysts say the key metric will be user growth, specifically monthly active users. can this number beat expectations and support the still lofty multiple which the company trades at? twitter's earnings report comes ahead of the company's first major stock lockup expiration on may 5 when roughly 500 million shares will be eligible for sale. now on to ebay set to report q1 earnings reporting earnings of 67 cents share of revenue of $4.2 billion which would be a 13% jump year over year. the boost expected to come from the e-commerce and payments business. kelly and bill. >> and that stock, too, such a battleground. we'll be talking about some of the battle grounds when herbalife stock reports after the close. >> pulling back a little bit from the highs of the day but the dow a healthy gain of 107 points and the nasdaq a victory of sorts, just being positive, any positive close right now. >> the ten-year still exactly where it was when i left.
seema. >> that's right. bill, let's start with twitter. analysts estimating revenue of $240 million. analysts say the key metric will be user growth, specifically monthly active users. can this number beat expectations and support the still lofty multiple which the company trades at? twitter's earnings report comes ahead of the company's first major stock lockup expiration on may 5 when roughly 500 million shares will be eligible for sale. now on to ebay set to report q1 earnings...
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Apr 30, 2014
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seema mody looks at what's driving this divergence. hey, seema. >> the tale of two social media darlings. let's start with facebook's rocky debut in 2012. shares fell more than 50% in its first four months as a public company as investors wondered whether facebook could actually make a profit on its huge user base but sentiment quickly changed thanks to better than expected earnings and facebook's ability to generate revenue from its growing mobile traffic. off of its highs, facebook off 55% from its i'mio. that's the chart for facebook. different story for twitter. the company's blockbuster debut went smoothly, closing well above its offer price of $26. shares continue to gain momentum hitting an all-time high of $74 in december, but the story quickly changed due to disappointing earnings, concerns over a slowdown and user growth. twitter shares have been steadily moving to the downside hitting an all-time low in today's trade at $38 a share so two very different stories there. remember, facebook is much bigger than twitter with more
seema mody looks at what's driving this divergence. hey, seema. >> the tale of two social media darlings. let's start with facebook's rocky debut in 2012. shares fell more than 50% in its first four months as a public company as investors wondered whether facebook could actually make a profit on its huge user base but sentiment quickly changed thanks to better than expected earnings and facebook's ability to generate revenue from its growing mobile traffic. off of its highs, facebook off...
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Apr 24, 2014
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seema mody, mary thompson, city of stephanie link. g guy, what are you looking for to move the needing? >> i think microsoft is interesting for a number of reasons. the sell-off in amazon providing you an opportunity last week. we talked about it on the show to get into the stock on the long side for the first time. i'll put my neck out a little bit an say amazon will surprise some people. i think the stock still has room to the up side. >> the last timeamazon reported was in january. anything they say will be interesting. >> we want to know how they will impact earnings. the new hbo deal. that will be something really interesting to watch. for amazon it is all about top line growth. analysts expecting $19.43 billion. that would be a 2 % increase year over year. also unit sales growth. how many items has amazon sold. that will be key to watch. >>> in a broader theme, 201 companies in the s&p ha have release earnings this season. 76% of them have exceeded profit estimates. is it quality beats? are you seeing the kind of revenue growth
seema mody, mary thompson, city of stephanie link. g guy, what are you looking for to move the needing? >> i think microsoft is interesting for a number of reasons. the sell-off in amazon providing you an opportunity last week. we talked about it on the show to get into the stock on the long side for the first time. i'll put my neck out a little bit an say amazon will surprise some people. i think the stock still has room to the up side. >> the last timeamazon reported was in...
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Apr 7, 2014
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seema mody, what's behind the selling pressure? >> a tough day for stocks. dow hit session lows at the end of the trade, leading the way down pfizer, goldman sachs, american express, disney and nike. other big losers, visa and mastercard, both losing ground today after reuters said large retailers are muscling into the competitive mobile payment market. mankind slumping after the company said the fda extended the review date of its inhaled insulin treatment by three months and looked like it would be a tough name for big day tech stocks but that isn't until the last hour of stock until the stocks moved off their lows and google and amazon ended the day lower. >> staying with this theme, the nasdaq posting its biggest three-day drop since end of 2011. are investors getting worried here? how much are we impacted? joining me along with the panel is ryan jack on, portfolio manager of the internet fund. ryan, welcome back. we talked on friday when we saw real selling pressure. it's extended into today. are you personally having to, you know, liquidate positions,
seema mody, what's behind the selling pressure? >> a tough day for stocks. dow hit session lows at the end of the trade, leading the way down pfizer, goldman sachs, american express, disney and nike. other big losers, visa and mastercard, both losing ground today after reuters said large retailers are muscling into the competitive mobile payment market. mankind slumping after the company said the fda extended the review date of its inhaled insulin treatment by three months and looked like...